Our client is seeking a talented Paraplanner to join their team, with experience in high-level technical paraplanning, including cash flow models and quality suitability reports.
Key Responsibilities:
1. Assist the Financial Planner in formulating advice, providing technical support and guidance.
2. Review client objectives to ensure they are clear, concise, and achievable based on their financial circumstances.
3. Research and analyze investment funds and financial products, considering client objectives.
4. Review asset allocations for investment and pension holdings.
5. Complete financial cash flow forecasts to demonstrate clients' current and future financial positions.
6. Prepare Financial Plans outlining current positions, future goals, and strategies to achieve them.
7. Coordinate with Product Providers and Third Parties for technical queries.
8. Accurately complete new business sheets for handover to the PA.
9. Support team members to ensure tasks are completed on schedule and deadlines are met.
10. Maintain strong technical knowledge of all financial products.
11. Hold a Level 4 diploma minimum, ideally working towards Chartered status.
12. Have at least 3 years of paraplanning experience.
13. Possess strong IT skills; experience with Curo, FE Analytics, and Voyant is advantageous.
14. Pay close attention to detail.
15. Be a good team player.
16. Exhibit excellent verbal and written communication skills.
17. Be comfortable working in a fast-paced environment.
18. Be organized and capable of managing a busy workload.
The client offers flexible working arrangements, with the expectation that the candidate will work from the office 2 days a week, with the remaining days from home.
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